Case studies

Real Automation Projects

A look at the kind of Microsoft 365 automations we build for HSQE teams. Illustrative examples based on typical FlowHSQE engagements — full write-ups coming soon.

Manufacturing · 400+ employees

Automated Incident Reporting

Problem
Incidents were reported by email, with inconsistent detail and no automatic escalation, leading to delayed investigations.
Solution
A Canvas App captures the incident on the shop floor, Power Automate routes and logs it to a SharePoint list, and the right manager is alerted in Teams instantly.
Technologies used
Power AppsPower AutomateSharePointTeamsPower BI
Result: Escalation time cut from days to minutes.
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Construction · Multi-site

Audit Action Tracker

Problem
Audit findings were tracked in disconnected spreadsheets across sites, making follow-up and close-out difficult to verify.
Solution
A centralised SharePoint list holds every action, with Power Automate handling reminders, overdue escalation and sign-off approvals.
Technologies used
SharePointPower AutomateOutlook
Result: 100% of actions now tracked to close-out with full audit trail.
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Facilities Management · National

Digital Inspection Forms

Problem
Paper-based site inspections were slow to compile, easy to lose, and gave no real-time view of site condition.
Solution
Field teams complete inspections on mobile using Microsoft Forms, with results and photos flowing automatically into SharePoint and Power BI.
Technologies used
FormsSharePointPower BI
Result: Inspection turnaround reduced from a week to same-day.
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Logistics · Contractor-heavy

Contractor Approval Workflow

Problem
Contractor inductions, documentation and approvals were managed manually, creating compliance risk and onboarding delays.
Solution
A Power Automate workflow routes contractor submissions for review, checks required documents are present, and grants site access approval automatically once complete.
Technologies used
Power AutomateSharePointTeamsOutlook
Result: Onboarding time reduced by 60%.
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Engineering · 250 employees

Training Matrix Automation

Problem
Training and certification expiries were tracked manually in Excel, and expired certifications frequently went unnoticed.
Solution
A live training matrix in SharePoint automatically flags upcoming expiries and notifies both employees and managers via Teams and Outlook.
Technologies used
SharePointPower AutomateExcelTeams
Result: Zero lapsed certifications since go-live.
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Engineering Consultancy · Middle East, UK & Africa

Incident Trend Categorisation

Problem
Incidents were logged manually with no required structure, so fewer than 20% of reports carried enough detail to be trended across regions.
Solution
A guided application replaced manual data entry, with mandatory verification fields that require full categorisation before a report can be submitted.
Technologies used
Power AppsPower AutomateSharePointPower BI
Result: Trendable incident data rose from 20% to 98%.
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Asset Management Engineering · 5 client accounts

Reporting Consolidation

Problem
Incident and action tracking ran across 23+ spreadsheets, requiring a full week of manual updates every month to produce stakeholder reports.
Solution
A Canvas App, a single filterable SharePoint list and a connected Power BI data model replaced the spreadsheets, with standardised dashboards feeding straight into monthly PowerPoint reports.
Technologies used
Power AppsSharePointPower BIPowerPoint
Result: ~40 hours saved every month, with improved data accuracy.
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More case studies and in-depth write-ups are added regularly as projects complete. If you'd like to see how a similar automation could work for your team, book a free discovery call.

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